The Codex Approach

Our approach was established to address two clear trends in the financial markets:

  • The increasing demand from companies for flexible private capital that brings more than just its financial benefits; and
  • A desire from family offices, entrepreneurs and UHNW to have greater access to direct investments outside a typical fund structure.

Access to direct investments outside a typical fund structure has shown that from the investor’s perspective, maintaining an adequately resourced direct investment team able to source sufficient high quality deal flow can be inefficient and often ineffective, even for active investors. The Codex Model resolves this by addressing the following key points:

1. ALIGNMENT

Investors
Codex co-investment in every deal
Remuneration structure aligned

Investee Companies
Flexible, solution driven approach
Not bound by fund structure restrictions

Industry Counter-Parties
Alignment with strategic sector participants

2. DEAL FLOW

  • Codex UK network from five partners with average 20 years experience
  • Family office Investment Partners, Entrepreneurs and UHNW
  • Combination ensures proprietary/off market deals
  • Sector specialism centred around TMT, Services (Business, Financial, Healthcare) and Consumer

3. BEST PRACTICES

  • Proven team and track record
  • Practical processes to ensure value maximisation
  • Proactive investment oversight

4. FLEXIBILITY

  • Investor participation discretion on all deals
  • Encourage active involvement of our investors with specific sector insights/expertise

“The Codex model allows our investors to determine not only the individual investments they make, but also their ongoing level of involvement. We have seen significant demand from companies for flexible private capital that brings more than just its financial benefits.”